Compare · 2 funds side by side · dividends reinvested

BVAL and IJH

BVALBluemonte×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

BVAL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.16%+14.9%+17.8%[…][…]−6.7%10.7%$321M1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BVAL 2025 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Large Cap Value ETF · $321M[…]

BVAL

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BVALMeasureIJH

+14.9%Year to dateJan 1 → Nov 6+9.5%

+17.8%1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

0.29%Expense ratio$29 · $5 a year on $10k · lower is better0.05%

1.16%Trailing 12-mo yield$116 · $126 a year on $10k1.26%

−6.7%Worst dropSmaller is better−8.8%

10.7%VolatilityLower is calmer15.5%

BVALIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2BVAL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BVAL vs IJH: Top 5 Holdings

Today

BVAL

99.2%in top 5

IJH

in top 53.5%

BVALStockIJH

33.9%SPYVnot top 5

29.4%SCHVnot top 5

21.2%VONVnot top 5

14.8%SPYMnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

BVAL vs IJH Returns, Every Period

BluemonteBVAL

+17.8%

past year

IJHiShares

+12.9%

past year

BVALIJHFaded: behind in that period

2–0BVAL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BVAL vs IJH

YTD

BluemonteBVAL

+14.9%

IJHiShares

+9.5%

+14.9%Year to date+9.5%

−6.7%Worst drop · 1Y−8.8%

10.7%Volatility · 1Y15.5%

1.2%Yield1.3%

$321MAssets$121B

3–1BVAL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BVAL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

BVAL0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BVAL, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

BVAL1.16%$116

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

BVAL$116 − $29 = $87

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BVAL, IJH

Today

0.0%most shared, BVAL and IJH

BVALIJH

BVAL—0.0%

IJH0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.8%BVAL, at 10.7% volatility

BVALWorst drop−6.7%10.7% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHBVAL

+9.5%Year to date+14.9%

1.3%Yield1.2%

+12.9%Past year+17.8%

0.05%Fee0.29%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026